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Beth Verdekal

O'DOnnell Financial Services, LLC

San Rafael, CA

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Current Employers
O'DOnnell Financial Services, Llc

1101 Fifth Ave. Suite 150, San Rafael, CA 94901 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-07
  • CA RA
    APPROVED
    Since 2025-11-07

Branch Locations

1101 Fifth Ave. Suite 150, San Rafael, CA 94901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
O'DOnnell Financial Services San Rafael CA 07/2022 Present
Own It Economics Eugene OR 03/2016 03/2024
Environmental Defense Fund San Rafael CA 06/2023 08/2023
Self Employed Daly City CA 10/2018 07/2022
Ridgeback Enterprises Eugene OR 05/2017 09/2018
Corporate Visions Pleasanton CA 08/2020 09/2020
No Employment History Daly City CA 10/2015 04/2017
  • 07/2022 → Present
    O'DOnnell Financial Services
    San Rafael, CA
  • 03/2016 → 03/2024
    Own It Economics
    Eugene, OR
  • 06/2023 → 08/2023
    Environmental Defense Fund
    San Rafael, CA
  • 10/2018 → 07/2022
    Self Employed
    Daly City, CA
  • 05/2017 → 09/2018
    Ridgeback Enterprises
    Eugene, OR
  • 08/2020 → 09/2020
    Corporate Visions
    Pleasanton, CA
  • 10/2015 → 04/2017
    No Employment History
    Daly City, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-29
S66 Uniform Combined State Law Examination 2025-08-28
  • S65 Uniform Investment Adviser Law Examination
    2025-08-29
  • S66 Uniform Combined State Law Examination
    2025-08-28

View on SEC IAPD

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FIDUCIARY FINANCIAL GROUP, LLC
MORGAN STANLEY
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES
HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.

Other Investors

MATTHEW AARON HODUS
KENNETH LAURANZANO
Michael J Heckmann
Alexander Joel Heckmann
Peter Albert Goudy
CATHERINE B CHOI
COLIN Edward Austin WELLS
JEFFREY JAMES WELLS

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
HCM WEALTH · SAN RAFAEL, CA
MADRONE INVESTMENT ADVISORY, LLC · SAN RAFAEL, CA
FIDUCIARY FINANCIAL GROUP, LLC · SAN RAFAEL, CA
MORGAN STANLEY · SAN RAFAEL, CA
INDEPENDENT FINANCIAL GROUP, LLC · San Rafael, CA
EDWARD JONES · San Rafael, CA
HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. · SAN RAFAEL, CA

More in San Rafael, CA

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